How do I create a User?

To create a new Customer or Admin User account, go to Community -> People. Before clicking on the "Add" button, use the search box to confirm that the person in question does not already have an account.

You can search for accounts via name, email address, or account number. The "Options" button provides an advanced search function. The "Action" button can be used to upload information in bulk, or Merge accounts - please refer to the relevant documentation for further information regarding these functions.

Click on the "Add" button to generate the following pop-up. You must configure the following details before clicking on "Create":

01. Title

02. First Name

03. Last Name

04. Email Address

05. Account Role, either Customer (member of the public) or Admin User (staff, contractors, etc). Admin Users can be given pre-configured Access Roles to grant them appropriate access to the platform.

06. Create an Online Account should be ticked if you want to create an account for the person on your system, rather than just making a record of them.

Once you click on "Create", you will be taken to the following page, where you can further configure the account details.